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DODGX vs SVIFX
DODGX vs SVIFX Comparison
Open Charts DODGX vs SVIFX
Virtus Ceredex Large-Cap Value Equity C
Price$9.26
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets602.62M
DODGX vs SVIFX Comparison Chart in %
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DODGX vs. SVIFX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DODGX is a Hold and SVIFX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SVIFX (603M). DODGX pays higher dividends than SVIFX: DODGX (1.39) vs SVIFX (0.63). DODGX was incepted earlier than SVIFX: DODGX (61 years) vs SVIFX (30 years). SVIFX (2.04) is less costly to investors than DODGX (0.51). SVIFX is a more actively managed with annual turnover of: 112.00 vs. DODGX (15.00). DODGX (2500) and SVIFX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 5.02 vs. SVIFX (-9.59). DODGX return over 5 years is better than : 64.11 vs. SVIFX (-15.13).
| DODGX | SVIFX | DODGX / SVIFX | |
| Total Expense Ratio | 0.51 | 1.72 | 30% |
| Annual Report Gross Expense Ratio | 0.51 | 2.04 | 25% |
| Fund Existence | 61 years | 30 years | - |
| Gain YTD | 3.966 | 2.541 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 603M | 19,237% |
| Annual Yield % from dividends | 1.39 | 0.63 | 221% |
| Returns for 1 year | 5.02 | -9.59 | -52% |
| Returns for 3 years | 22.24 | -5.19 | -429% |
| Returns for 5 years | 64.11 | -15.13 | -424% |
| Returns for 10 years | 57.78 | -38.00 | -152% |
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